SECTIONSUsing The Resourcing Tab to Match Resources
When you match resources using the Resourcing tab on a resource request, the Include Recommended Resources checkbox in the Match Settings panel determines whether or not Intelligent Staffing is performed.
When Include Recommended Resources Is Deselected
When the Include Recommended Resources checkbox is deselected and you click Apply, the following fields are all considered as essential for matching: Role, Region, Practice, Group, Worked With Customer, Preferred Resource, any custom filter fields, and essential skills. Only resources that precisely match the values in the Filters panel are returned to the grid where they are listed in descending order of availability. Any resources without availability information are listed at the bottom, unordered.
When Include Recommended Resources Is Selected
When the Include Recommended Resources checkbox is selected and you click Apply, by default the following fields are all considered as essential for matching: Role, Region, Practice, Group, Worked With Customer, Preferred Resource, any custom filter fields, and essential skills. Any resources that do not match all essential fields are filtered out. By default, Intelligent Staffing then ranks the remaining resources for suitability based on non-essential criteria, desirable skills, availability, and cost. Resources are listed in the grid in rank ascending order, from 1 as the highest ranked to 200 as the lowest ranked (subject to the Number of Matched Resources to Show). The Rank column displays the rank awarded to each resource.
Suggested, held, assigned or pinned resources are displayed at the top of the list of resources but have no advantage in ranking. Shortlisted resources are also included in the list, at the position determined by their rank.
Configuring Include Recommended Resources to Be Selected by Default
You can configure the Include Recommended Resources checkbox to be selected by default by editing the Resource Request Lightning page in Lightning App Builder, then selecting the Include Recommended Resources Default field for the PSA Resourcing component.
Configuring Weightings and Priorities at Runtime
When the Include Recommended Resources checkbox is selected in the Match Settings panel, other fields in the panel become available for editing. The panel is populated according to the selected resource search settings record which defaults to the one linked to the resource request's staffing preference. If no staffing preference exists, or you clear the Resource Search Settings lookup, the panel is populated according to the Resource Search Service custom setting. You can edit the weightings and priorities to adjust how resources are filtered and ranked for the current resource request.
To understand weightings and priorities, see How Intelligent Staffing Works.
For information about adjusting values in the Match Settings panel, see Configuring Match Settings in the Resourcing Tab.
Setting Filter Criteria at Runtime
When you match resources using the Resourcing tab, you can click 
to open a Filters panel where you can edit the values that resources are matched against. This includes the values for Role, Region, Practice, Group, Worked With Customer, Preferred Resource, and any resource search fields. In addition to editing the values for Region, Practice, and Group you can choose whether to include sub-regions, sub-practices, and sub-groups as valid matches.
For example, you might have a region named APAC with a sub-region named Australia. If the value for Region in the Filters panel is APAC, a resource with the region Australia will be filtered out if Include Sub-Regions is deselected, but will not be filtered out if Include Sub-Regions is selected.